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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Victoria | TX | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Victoria | TX | 11/2016 | 06/2023 |
| Wells Fargo Advisors Financial Network, Llc | Victoria | TX | 06/2023 | Present |
COASTLINE ADVISORY GROUP, LLC, INVT RELATED, VICTORIA, TX, 1% OWNERSHIP, START DATE 6/12/2023, 4 HRS PER MONTH, 0 HRS DURING TRADING, TRANSITIONING TO FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 2009-07-08 |
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